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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

92 hedge funds and large institutions have $399M invested in SPDR Portfolio Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 19 reducing their positions, and 12 closing their positions.

Holders
92
Holders Change
+11
Holders Change %
+13.58%
% of All Funds
1.47%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
40
Reduced
19
Closed
12
Calls
$3.96M
Puts
$21.4M
Net Calls
-$17.5M
Net Calls Change
+$35.3M

Top Buyers

1
IWM
1
IHT Wealth Management
Illinois
$27.8M
2
CI
2
CX Institutional
Indiana
$28.5M
3
LPL Financial
3
LPL Financial
California
$50M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$6.3M
5
PAG
5
Private Advisor Group
New Jersey
$14.8M

Top Sellers

1
Squarepoint
1
Squarepoint
New York
$11.2M
2
CWM
2
Congress Wealth Management
Massachusetts
$48M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$3.82M
4
Jane Street
4
Jane Street
New York
$8.51M
5
DK
5
David Kennon
Florida
$2.18M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$623K 21,314 +3,404 +19%
LFA
52
Laraway Financial Advisors
Minnesota
$599K 20,465 – –
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$594K 20,303 +20,303 New
JCIA
54
Jackson Creek Investment Advisors
Colorado
$589K 20,141 +2,053 +11%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$584K 19,968 +1 +0%
KSWA
56
Kathleen S. Wright Associates
Pennsylvania
$582K 19,906 +2,840 +17%
DLHL
57
Donald L. Hagan LLC
Florida
$574K 19,635 +19,635 New
BRWA
58
B. Riley Wealth Advisors
Florida
$485K 16,592 +16,592 New
FIM
59
Freedom Investment Management
Connecticut
$340K 11,631 -2,722 -19%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$336K 11,491 – –
TVAMP
61
Tennessee Valley Asset Management Partners
Tennessee
$316K 10,807 +10,807 New
PFS
62
Prospera Financial Services
Texas
$310K 10,596 -3,300 -24%
Osaic Holdings
63
Osaic Holdings
Arizona
$304K 10,401 +505 +5%
CRG
64
Cornerstone Retirement Group
Nevada
$295K 10,093 +10,093 New
BOSSRA
65
B.O.S.S. Retirement Advisors
Utah
$285K 9,748 -3,584 -27%
MWM
66
Meridian Wealth Management
Kentucky
$282K 9,639 +9,639 New
MA
67
Mutual Advisors
Nebraska
$277K 9,454 -20,512 -68%
CWM
68
Collaborative Wealth Management
Florida
$272K 9,305 -15,904 -63%
PTC
69
Private Trust Company
Ohio
$238K 8,136 +5,242 +181%
CWM
70
Cornerstone Wealth Management
Missouri
$224K 7,659 +7,659 New
WPC
71
Wedmont Private Capital
Pennsylvania
$205K 6,999 +53 +0.8%
Citigroup
72
Citigroup
New York
$152K 5,188 +1,608 +45%
HGERS
73
Householder Group Estate & Retirement Specialist
Arizona
$91K 3,112 +3,112 New
ASN
74
Advisory Services Network
Georgia
$71.3K 2,437 +1,717 +238%
FRA
75
Front Row Advisors
California
$68K 2,335 – –
1 2
3
4 5